AI
Company Profile
Alphabet is the multinational holding company behind Google's search, advertising, cloud, and AI businesses (plus bets like Waymo and DeepMind).
Founded 1998Mountain View, CaliforniaGOOGL
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Alphabet FAQ
- Is Alphabet publicly traded?
- Yes. Alphabet trades under the ticker GOOGL.
Coverage Timeline
newest first- Aug 12, 2026AIDeepMind's Talent Exodus Reveals a Deeper Identity Crisis→
- Aug 9, 2026BIG TECHAlphabet and Microsoft Just Raised the Capex Bar Again→
- Aug 5, 2026BIG TECHJeff Dean Exits Google, Hassabis Steps Down at DeepMind→
- Aug 4, 2026AIThe Hyperscaler Compute Arms Race, By the Numbers→
- Jul 24, 2026BIG TECHTesla, Alphabet Selloff Spreads to Asia as Oil Tops $100Brent Crude Tops $100→
- Jul 23, 2026IPOGoogle Discloses $94.1B SpaceX, $124B Anthropic Stakes$218B Combined Stakes→
- Jul 23, 2026BIG TECHGoogle Posts First-Ever Negative Free Cash Flow on AI Spend-$5.9B FCF→
- Jul 23, 2026AIAlphabet Raises 2026 Capex Forecast to $205B$205B Capex Forecast→
- Jul 23, 2026AIThe AI Capex Arms Race Just Got Even More Expensive→
- Jul 23, 2026BIG TECHAlphabet's Record $112B Profit Gets Punished Anyway$112.1B net profit→
- Jul 23, 2026BIG TECHGoogle Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex$24.8B Cloud Revenue (+82%)→
- Jul 17, 2026IPOPublic Markets Are Stress-Testing the AI Infra Trade→
- Jul 16, 2026AIAlphabet Sheds $200B on Gemini 3.5 Pro Delay-$200B market cap→
- Jul 7, 2026AIBroadcom's Custom Chips Are Eating Nvidia's Growth StoryCustom silicon: 27% CAGR vs. 16% for merchant chips→
- Jul 2, 2026REGULATIONGoogle Loses Final EU Appeal, Must Pay $4.7 Billion Android Antitrust Fine$4.7B fine confirmed→
- Jun 30, 2026BIG TECHBig Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year$725B combined→
- Jun 18, 2026BIG TECHAlphabet Raises ~$85B in Equity to Fund the AI Buildout -- With $10B From Warren Buffett's Berkshire~$84.75B→
All Coverage
AI
DeepMind's Talent Exodus Reveals a Deeper Identity Crisis
Days after Demis Hassabis stepped down as DeepMind CEO, Fortune reports stalled models, missed deadlines and staff burnout drove the exodus, with engineers telling the outlet DeepMind is losing its separation and identity within Alphabet.
FOLLOW-UP
BIG TECH
Alphabet and Microsoft Just Raised the Capex Bar Again
BIG TECH
Alphabet and Microsoft Just Raised the Capex Bar Again
Alphabet raised its 2026 capex guidance to $195-205B and Microsoft signaled FY27 spending will grow again, the clearest sign yet that AI infrastructure spending isn't decelerating despite investor unease over payback timelines.
BY THE NUMBERS
BIG TECH
Jeff Dean Exits Google, Hassabis Steps Down at DeepMind
BIG TECH
Jeff Dean Exits Google, Hassabis Steps Down at DeepMind
Google's longtime chief scientist Jeff Dean is leaving to start his own company after 27 years, while Demis Hassabis steps down as DeepMind's CEO to become Alphabet's chief scientist as Koray Kavukcuoglu takes over daily operations.
AI
The Hyperscaler Compute Arms Race, By the Numbers
AI
The Hyperscaler Compute Arms Race, By the Numbers
Alphabet just raised its 2026 capex outlook to $195-205B and Microsoft is holding near $175B -- combined hyperscaler spending near $690B is now bigger than most countries' entire annual infrastructure budgets.
BIG TECH
Tesla, Alphabet Selloff Spreads to Asia as Oil Tops $100
BIG TECHBrent Crude Tops $100
Tesla, Alphabet Selloff Spreads to Asia as Oil Tops $100
Tesla's 14.5% crash and Alphabet's 7% capex-fear drop sent Wall Street to its worst session in months, and the rout spread into Asia as Brent crude topped $100 for the first time since May.
IPO
Google Discloses $94.1B SpaceX, $124B Anthropic Stakes
IPO$218B Combined Stakes
Google Discloses $94.1B SpaceX, $124B Anthropic Stakes
Alphabet's Q2 filing revealed a $94.1 billion SpaceX stake and a roughly $124.3 billion Anthropic stake, with nearly $98 billion in combined paper gains helping drive a record $112 billion quarterly profit.
BIG TECH
Google Posts First-Ever Negative Free Cash Flow on AI Spend
BIG TECH-$5.9B FCF
Google Posts First-Ever Negative Free Cash Flow on AI Spend
Alphabet reported negative free cash flow of roughly $5.9 billion in Q2, the first negative quarter in its history as a public company, after capex hit $44.9 billion and 2026 guidance rose to as much as $205 billion.
AI
Alphabet Raises 2026 Capex Forecast to $205B
AI$205B Capex Forecast
Alphabet Raises 2026 Capex Forecast to $205B
Alphabet raised its 2026 capital spending forecast to as much as $205 billion, saying AI demand continues to outpace its own spending, as Google Cloud revenue grew 82% in the second quarter.
AI
The AI Capex Arms Race Just Got Even More Expensive
AI
The AI Capex Arms Race Just Got Even More Expensive
Alphabet's $514 billion cloud backlog and raised $195-205 billion capex guidance, alongside AMD's $5 billion Anthropic commitment this same week, show the AI infrastructure spending race is accelerating rather than plateauing.
BIG TECH
Alphabet's Record $112B Profit Gets Punished Anyway
BIG TECH$112.1B net profit
Alphabet's Record $112B Profit Gets Punished Anyway
Alphabet posted a record $112.1 billion quarterly profit, up 298% year-over-year and driven largely by gains on its SpaceX and Anthropic stakes, yet shares fell alongside Tesla on capex worries.
BIG TECH
Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex
BIG TECH$24.8B Cloud Revenue (+82%)
Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex
Alphabet's Q2 2026 results showed Google Cloud revenue up 82% to $24.8 billion and a $514 billion backlog, but investors sent shares lower after the company raised 2026 capex guidance to $195-205 billion.
IPO
Public Markets Are Stress-Testing the AI Infra Trade
IPO
Public Markets Are Stress-Testing the AI Infra Trade
Value Add Pulse analysis: Csquare's soft debut, Standard Nuclear's downsized listing, SpaceX's Starship setback and Alphabet's Gemini-delay selloff landed within 48 hours, showing markets are pricing AI-infra execution risk in real time.
AI
Alphabet Sheds $200B on Gemini 3.5 Pro Delay
AI-$200B market cap
Alphabet Sheds $200B on Gemini 3.5 Pro Delay
Alphabet shares fell more than 4%, erasing about $200 billion in market value, after reports that its flagship Gemini 3.5 Pro model is delayed months behind schedule due to coding-performance shortfalls.
AI
Broadcom's Custom Chips Are Eating Nvidia's Growth Story
AICustom silicon: 27% CAGR vs. 16% for merchant chips
Broadcom's Custom Chips Are Eating Nvidia's Growth Story
Custom AI chips designed by Broadcom for Alphabet and Meta are forecast to grow nearly twice as fast as merchant AI accelerators like Nvidia's through 2033, reshaping who captures the AI buildout's chip margins.
REGULATION
Google Loses Final EU Appeal, Must Pay $4.7 Billion Android Antitrust Fine
REGULATION$4.7B fine confirmed
Google Loses Final EU Appeal, Must Pay $4.7 Billion Android Antitrust Fine
The Court of Justice of the European Union dismissed Google and Alphabet's final appeal on July 2, confirming a record antitrust fine over how Google bundled Search and Chrome as defaults on Android. The penalty was originally set at €4.34 billion ($4.9B) in 2018, trimmed to €4.1 billion ($4.7B) by a lower court in 2022, and with no further avenues for appeal, Google now has to pay the full amount.
BIG TECH
Big Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year
BIG TECH$725B combined
Big Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year
Alphabet, Amazon, Meta and Microsoft collectively guided to roughly $725 billion in 2026 capital expenditure — up 77% from $410B last year — as the AI infrastructure buildout enters its third and most expensive year. Amazon leads at ~$200B, Microsoft ~$190B, Alphabet $175-185B and Meta $115-135B, according to freshly restated guidance from the four companies' most recent updates.
BIG TECH
Alphabet Raises ~$85B in Equity to Fund the AI Buildout -- With $10B From Warren Buffett's Berkshire
BIG TECH~$84.75B
Alphabet Raises ~$85B in Equity to Fund the AI Buildout -- With $10B From Warren Buffett's Berkshire
Alphabet upsized its equity raise to roughly $84.75 billion to bankroll an AI infrastructure buildout it now guides at $180-190 billion of capex this year, with even more in 2027. The package pairs a $30 billion underwritten offering of preferred and common stock with a $40 billion at-the-market program starting in Q3 and a $10 billion private placement to Warren Buffett's Berkshire Hathaway -- a striking move for a company that prints cash.